The AOCE and WB have moderate overall forecasts for the metals in 2025 inline with IMF forecasts for a decline in economic growth and inflation, although we see the probability of a stagflationary scenario as still reasonably high.Read More

The past year was a difficult one overall for the metals, with the main standouts to the upside being a geopolitical risk-driven gain in gold, a China-driven rise in iron ore and a surge in uranium on broadening global support for nuclear power (Figure 1). A jump in global interest rates to near two-decade highs saw recession fears persist all year, and while one still did not actually eru...Read More

This year the post-global health crisis boom was brought to an end by a surge in inflation to forty-year highs, a major rise in global interest rates in an attempt to curb the rising prices and surging geopolitical risk after Russia's invasion of Ukraine. While precious metals held up reasonably well as markets turned to them as a risk hedge, by Q2/22 the higher interest rates put an end t...Read More

Chile is the world leader in copper production, at 28.5% of the total in 2020, and this looks set to continue, with the country having the largest global reserves, at 23.0% of total. It is also the global leader for molybdenum, which is often found along with copper, and is a major lithium player, holding 51.1% of global reserves. Read More

Newfoundland has become a gold exploration hotspot over the past few years, with the sector seeing some of its strongest activity ever. While the province remains a small contributor to Canadian gold production, it has a substantial mineral industry well supported by the government, focused on iron ore, copper and nickel, and the surge in exploration suggests that gold output from the...Read More

Nevada is the core of the U.S. gold output, accounting for by far the majority, at 75.4% on average for the past year. The state looks set to remain a dominant player in U.S. gold, as it accounts for 49% of total U.S. reserves, with Alaska slightly ahead with 51% of reserves, but just 8.6% of current production. The U.S. accounts for 6.1% of global gold output, making Nevada one of the largest gol...Read More

The Golden Triangle in northwestern British Columbia has historically been a major site of Canadian gold production, beginning as early as the mid 1800s. There was a wave of production in the 1990s which cooled as the gold price declined, but larger scale production resumed in 2017, and the area has seen surging exploration interest over the past year, given that the region has some of the largest...Read More

In this report we outline the Quebec gold mining industry, including its major producers, and a survey of many of the junior miners focused on the province. Quebec accounts for 34% of Canadian gold production (second to Ontario, with 44%) and remains a major focus for both producers and junior miners.Read More

Red Lake has been one of the most prolific gold mining districts in Canada and the world, with exploration having started in the 1920s, and production, which began in the 1930s, continuing to the present day. The district is known for the high grade of its gold, its infrastructure, and strong institutional support, given the long history of mining in the area.Read More

During the Feb. 6-10 trading week, the Dow Jones Industrial Average fell 56.7 points or 0.17% to 33,869.3 and the S&P 500 fell 46 points or 1% to 4,090.5.Among this week's top-traded stocks was major Barrick Gold, which saw at least 31 million shares change hands by market close on Friday. The company's equity added US62 ? to end the trading week at US$23.94. The company made headlines this week a...Read More

The money raised will be used to finalise plans for its Songwe Hill rare earths project in Malawi and to start work on a magnet recycling facility in Germany. Mkango will place 28.Read More

Microsoft's investment and Bing initiative, ChatGPT, bring legitimate competition to Google Search. Read more to see what does this mean for GOOG investors.Read full newsRead More

Income is needed to pay for life in retirement. Click here to read why we think dividends are the lifeblood of millions of retirees' income cash flow.Read full newsRead More

I have an interest in investments that may offer a nice risk/reward balance in the present environment. Check out how VGIT ETF appears to fit that bill.Read full newsRead More

Kraft Heinz has seen a tough 2022 amidst divestments and raging inflation hurting margins. Check out why I'm turning cautious on KHC stock.Read full newsRead More

Dividends are a way for companies to distribute a portion of their profits to shareholders. Read more to see the benefits and drawbacks of dividend investments.Read full newsRead More

Globus Medical is a producer of musculoskeletal implants used for patients who suffer from spine disorders. Click here to read my analysis of GMED stock.Read full newsRead More

S&P Global has been one of the best-performing companies in the past decade with a 750% gain. See why I rate SPGI stock a buy.Read full newsRead More

Hormel Foods Corp. is a good consumer staples company with good brands and an excellent track record of paying dividends. Read my analysis of HRL stock.Read full newsRead More

Cardiovascular Systems is selling out to Abbott for $20/share in cash. Read more to see what this means for CSII shareholders.Read full newsRead More

On top of solid operating momentum, Flex furthermore benefits from the IPO of its subsidiary Nextracker. See why I remain neutral on FLEX stock.Read full newsRead More

Ichor Holdings is a supplier of fluid delivery subsystems used in semiconductor manufacturing equipment. Click here to read my analysis of ICHR stock.Read full newsRead More

PennantPark Floating Rate Capital yields 11.08% and just raised the monthly distribution by 5%. Read more to see our take on the PFLT BDC.Read full newsRead More

Chevron is a quality company, but it's overvalued, making it a poor long-term investment that'll struggle to generate returns. Read my analysis of CVX stock.Read full newsRead More

Western Digital is a multinational corporation that designs, produces, and distributes data storage products and services. Read my analysis of WDC stock.Read full newsRead More

Alpine Income Property Trust has provided solid returns for investors, especially those that bought after the selloff in 2020. Read my analysis of PINE REIT.Read full newsRead More

Real estate earnings season kicked into gear this past week with reports from 30 equity REITs and 8 mortgage REITs. Click here to read more.Read full newsRead More

VCLT ETF is launched and managed by The Vanguard Group. See why I think the upside potential far outweighs probability of another round of sizable losses in '23.Read full newsRead More

AstraZeneca's stock might have sagged in January, but it got a boost recently after its 2022 earnings release. Click here to read why I'd buy AZN.Read full newsRead More